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AE Wealth Management LLC: CEG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on CEG, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 37,269 CEG shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,269 shares
    Change vs previous 13F +1,684 shares

    0.04% of the 13F portfolio, value $9,256,892.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 35,585 shares
    Change vs previous 13F +2,702 shares

    0.05% of the 13F portfolio, value $9,937,442.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 32,883 shares
    Change vs previous 13F +8,436 shares

    0.07% of the 13F portfolio, value $11,616,855.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 24,447 shares
    Change vs previous 13F +503 shares

    0.05% of the 13F portfolio, value $8,045,215.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 23,944 shares
    Change vs previous 13F +1,488 shares

    0.06% of the 13F portfolio, value $7,728,295.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,456 shares
    Change vs previous 13F +15,354 shares

    0.04% of the 13F portfolio, value $4,528,002.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,102 shares
    Change vs previous 13F +1,068 shares

    0.01% of the 13F portfolio, value $1,588,941.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 6,034 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,568,954.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).